springboardtraining

A message from the instructor

How to use this course

Do I need an Accounting Background?

OPTIONAL: Personal Coaching

Technical Support

Business versus a Hobby

A Note on Earning a Certificate

How Lucrative is this Business?

Module One: Obtaining Your First Clients

Module One: Types of Clients

Module One: To Specialize or Not Specialize?

Module One: Services you will offer?

Module One: Your Sales Pitch

Module One: Download-Structuring the Initial Conversation

Module Two: Have a Plan!

Module Two: Word of Mouth

Module Two: Differentiation

Module Two: Download-One-Pager

Module Two: Download-Rewards Program

Module Two: Tangocard - Gift Cards!

Module Two: Activity-Now You Try It-One Pager

Module Two: Activity-Now You Try It-Rewards Program

Module Three: Introduction to Referral Organizations

Module Three: Business Network International (BNI)

Module Three: Provisors

Module Three: Other Marketing Possibilities

Module Four: Intuit (QBO) as a Referral Source

Module Four: Intuit (QBO) Accountant: Benefit 1 - Pro Advisor

Module Four: Intuit (QBO) Accountant: Benefit 2 - Client Discounts

Module Five: Why advertise?

Module Five: Why is a website important?

Module Five: Social Media Advertising

Module Five: Podcast

Module Five: Write a Book or Guide

Module Five: YouTube Channel